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Equity Research Report
Economic Data Review (August 2025) - Continued deceleration in fixed asset investment CMS (HK) Research 2025-09-18
亚朵 (ATAT US) - 增长具备韧性,强劲势头持续 黄铭谦 2025-09-18
Atour Lifestyle (ATAT US) - Resilient growth, strong as always Wong Ming Him, Joseph 2025-09-18
Macro report - FOMC Meeting Takeaway: 25bps Insurance Cut Inline. Continued Easing Cycle Expected Ning Bo,Guo Shuyin 2025-09-18
宏观报告 - FOMC会议解读: 如期预防式降息25bps,持续降息周期可期 𡩋铂,郭书音 2025-09-18
多邻国 (DUOL US) - 2025年DuoCon要点:打造更优质学习体验 李怡珊,王腾杰 2025-09-17
Duolingo Inc. (DUOL US) - 2025 DuoCon highlights: For better learning experience Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-09-17
China Macro Economy - Policy support expected to strengthen further CMS (HK) Research 2025-09-17
中国医药、医疗行业 - 医疗器械行业展望:业绩拐点与结构性机会并存 陈铸鸿,陈泓道 2025-09-16
China Pharmaceutical & Healthcare - Medtech outlook: Inflection point in earnings and structural opportunities Chen Zhuhong, Jonah,Chen Hongdao, George 2025-09-16
港股市场周度更新 (2025/9/15) - AI仍是主线,继续推荐互联网与有色;适当关注超跌优质个股 𡩋铂,郭书音 2025-09-15
HK Strategy Weekly (15 September 2025) - AI Remains Key Theme; Recommendations On Internet & Non-Ferrous Metals Unchanged, While Selectively Monitoring Oversold Quality Stocks Ning Bo,Guo Shuyin 2025-09-15
美股市场周度更新 (2025/9/15) - 美股短期预期过于乐观需警惕回调风险 𡩋铂,郭书音 2025-09-15
US Strategy Weekly (15 September 2025) - U.S. Equities: Near-Term Optimism Looks Overstretched, Caution on Pullback Risks Ning Bo,Guo Shuyin 2025-09-15
Roblox (RBLX US) - Continued positive incremental improvements Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-09-12
Roblox (RBLX US) - 稳步向好,持续优化 王腾杰,李怡珊 2025-09-12
中国互联网行业 - 中东及北非主题NDR要点:海外机遇广阔且前景光明 李怡珊,王腾杰 2025-09-11
China Internet Sector - MENA themed NDR takeaway: Overseas opportunity broad and bright Li Yishan, Crystal,Wong Tang Kit, Tommy 2025-09-11
Microsoft (MSFT US) - Leading AI+SAAS+CLOUD growth Wong Tang Kit, Tommy,Li Yishan, Crystal 2025-09-10
Microsoft (MSFT US) - 领先的AI+SaaS+云增长格局 王腾杰,李怡珊 2025-09-10
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